The future should look like the future.
- In macro econ 101, you are taught that excessive government borrowing crowds out private investment. But I think we might have to consider that if/when the ai capex investments show robust ROI, USG borrowing might get crowded out by FAANG investment.*ALPHABET KICKS OFF 10-PART US DOLLAR INVESTMENT-GRADE BOND SALE
- Closed-loop dream engineering will become very important in the coming years, and most VR/XR people will jump into this field. Mark my words to come back in 10 years
